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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (7852)	4/12/2000 1:18:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Miljenko, Selling NBIX could very well be a mistake. I have made them before and unfortunately will continue to do so. I was disappointed with the liver tox in R121919. I know they have a back up CRF antagonist but it is still a setback. Moreover I am not sure that I am convinced that liver tox is specific to R121919 and not an issue for all CRF antagonists. I agree that the Insomnia program has great potential and that that drug alone could justify a higher value than $21, however, Phase III will not start until 01 and we could have a wait for news that will power the stock. In the meantime I want to use the capital to bargain hunt if the sector continues to get hit. V1